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Data as of .

JEPQ vs JOYT: which paid, and which earned it?

Over the year JEPQ paid 11.9% of its price in cash against JOYT’s 0.7%, and returned more with it reinvested.

JPMorgan Nasdaq Equity Premium Income ETF and JPMorgan Equity and Options Total Return ETF.

11.9%JEPQ cash paid, 1 year
0.7%JOYT cash paid, 1 year
+18.5%JEPQ total return, 1 year
+15.9%JOYT total return, 1 year

ETFIQ Return Stability Score: JOYT scores higher

Was the payout funded by returns, or by your own capital?

JEPQ 64.2JOYT 79.83.8, the lowest in this set96.8, the highest

A percentile among the 173 income ETFs writing on an index or proxy. It is a position in a set, not a rating, and neither end of it is a recommendation. All income ETFs ranked by it · How it is computed

JEPQ3.2 pts behind QQQ · 1 year to Sep 18, 2026
QQQ+21.8%JEPQ+18.5%11.9% of it arrived as cash3.2 pts behind QQQTotal return, distributions reinvestedQQQ+21.8%JEPQ+18.5%11.9% cash3.2 pts behind QQQ
JOYT0.7 pts behind SPY · 1 year to Sep 18, 2026
SPY+16.6%JOYT+15.9%0.7 pts behind SPYTotal return, distributions reinvestedSPY+16.6%JOYT+15.9%0.7 pts behind SPY

What they hold in common

By the books each fund has filed, JEPQ and JOYT hold 46% of their money in the same securities at the same weight.

Positions JEPQ and JOYT both hold, largest shared weight first
HoldingJEPQJOYT
NVIDIA Corp.6.68%8.64%
Apple, Inc.5.83%6.51%
Alphabet, Inc.5.05%5.94%
Microsoft Corp.3.90%5.68%
Amazon.com, Inc.3.67%4.78%
Meta Platforms, Inc.2.38%2.73%
Broadcom, Inc.2.16%2.98%
Micron Technology, Inc.5.58%1.78%
Tesla, Inc.2.39%1.45%
Seagate Technology Holdings plc1.93%1.37%
Lam Research Corp.2.89%1.08%
Analog Devices, Inc.1.12%0.69%
Only in each
Only in JEPQOnly in JOYT
Marvell Technology, Inc. 1.38%Wells Fargo & Co. 2.22%
Cisco Systems, Inc. 1.34%Exxon Mobil Corp. 1.91%
Applied Materials, Inc. 1.31%Bank of America Corp. 1.28%
Palo Alto Networks, Inc. 1.19%Eli Lilly & Co. 1.18%
Citigroup Global Markets Holdings, Inc. 1.14%Philip Morris International, Inc. 1.16%
Toronto-Dominion Bank (The) 1.14%American Express Co. 1.06%
BNP Paribas Issuance BV 1.14%RTX Corp. 1.02%
Royal Bank of Canada 1.13%Howmet Aerospace, Inc. 0.97%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Jun 30, 2026.

Performance, window by window

JEPQ and JOYT over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
JEPQJOYTJEPQJOYTJEPQJOYT
3 months+1.6%+3.8%3.3%0.2%+4.1 pts+1.5 pts
6 months+15.1%+11.9%6.7%0.4%−9.2 pts−6.1 pts
1 year+18.5%+15.9%11.9%0.7%−3.2 pts−0.7 pts
3 years+73.0%not published37.2%not published−25.1 ptsnot published
Since launch+91.7%+19.6%49.2%0.7%−33.0 pts−1.1 pts
Open the live comparison on ETFIQ
JEPQ and JOYT on the same fields, as of Sep 18, 2026. Source: ETFIQ.
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
Covered call on QQQ, paying monthly
JOYT
JPMorgan Equity and Options Total Return ETF
Option income on SPY, paying quarterly
IssuerJPMorganJPMorgan
Strategycovered calloption income
BenchmarkNasdaq-100 (QQQ)S&P 500 (SPY), used as a default proxy
Paysmonthlyquarterly
Payout rate, annualized13.6%0.7%
Expense ratio0.35%0.35%
Cash paid, 1 year11.9%0.7%
Price change, 1 year+5.7%+15.2%
Total return, 1 year+18.5%+15.9%
Benchmark return, 1 year+21.8%+16.6%
Ahead or behind−3.2 pts−0.7 pts
Return of capital, latest estimatenot publishednot published
Age1598 days395 days
Net assets$43.0bn$108m

JEPQ in plain words

Over the year to Sep 18, 2026, JEPQ paid 11.9% of its starting value in cash distributions while its price rose 5.7%. With every distribution reinvested, the fund returned +18.5%. Nasdaq-100 (QQQ) returned +21.8% over the same days, so a holder was behind by 3.2 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 13.6%, paid monthly.

JOYT in plain words

Over the year to Sep 18, 2026, JOYT paid 0.7% of its starting value in cash distributions while its price rose 15.2%. With every distribution reinvested, the fund returned +15.9%. S&P 500 (SPY), used as a default proxy returned +16.6% over the same days, so a holder was behind by 0.7 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 0.7%, paid quarterly.

Questions people ask

Which paid more, JEPQ or JOYT?
Over the year to Sep 18, 2026, JEPQ paid 11.9% of its starting price in cash and JOYT paid 0.7%, so JEPQ paid more. Cash paid is not the same as money made: the price change matters too.
Which returned more once distributions are counted, JEPQ or JOYT?
With every distribution reinvested, JEPQ returned +18.5% and JOYT returned +15.9% over the year to Sep 18, 2026, so JEPQ returned more.
Which is cheaper, JEPQ or JOYT?
JEPQ charges 0.35% a year and JOYT charges 0.35%, so JEPQ is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

JEPQ against JOYT, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, JEPQ against JOYT, data as of Sep 18, 2026. https://etfiq.com/compare/income/jepq-vs-joyt Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources